User Workflows By Role; Admin User Workflow - HPE XP7 Automation Director User Manual

• To create a tag, scroll to the end of the tag list, select Create Tag, enter a name and tag group for
the new tag, and click OK.
• To create a tag group, first create a tag. Then scroll to the bottom of the Tag Group list and click
Create Tag Group to enter a tag group name. Click OK.
4. Click Save.
Creating tag groups
You can organize tags in tag groups by dragging and dropping the tags to the desired group. Each tag
can belong to only one tag group. A tag group cannot belong to another tag group. Tags without a tag
group are listed as Uncategorized.
Procedure
1. Create a custom tag group by using one of the following methods:
• On the Tag Search navigation pane:
a. Click Organize Tags.
b. In the Organize Tags dialog box, go to the tag group section and enter the new tag group.
• When creating or modifying a service:
a. In the Edit Service window, go to the General Information section Settings pane and click
inside the Tags area to open the list of tag groups and tags.
b. Scroll to the bottom of the list and click Create Tag .
c. In the Create Tag dialog box, enter a tag name and click the Tag Group list to open it. At the
end of the list, click Create Tag Group and enter a tag group name.
d. Click OK to save the tag group and the tag.
2. Click OK to save the tag group.
You can search for tags and tag groups from the Tag Search navigation pane located on the Services,
Tasks, or Service Templates tab.

User workflows by role

Admin user workflow

The Admin user role is the only one that confers access to the Administration tab and the Admin user is
responsible for configuring Automation Director. The Admin user also has access to all parts of
Automation Director and Service Builder.
The Admin user workflow in the Administration tab is as follows:
1. Log on to Automation Director.
2. Click the Administration tab.
3. Configure remote connections, if needed.
20 Creating tag groups